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Carlo Moretti, Partner, Tax

Carlo Moretti

Partner, Tax

Sydney

+61 2 9240 9770

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Carlo is a Tax Partner with BDO in Sydney. Engaging and charismatic, Carlo is considered one of Australia’s leading tax advisers.

As a tax specialist, Carlo has worked with many prestigious corporate and family groups. His technical niche is the design and implementation of tax risk management functions within corporate governance frameworks. He holds an impeccable record of success, acting for corporate clients and high net wealth family groups including management of tax audits and settlement negotiations with the Tax Office.

Carlo joined BDO on 1 December 2004 as a Partner and continues to be a leading tax advisor after more than 28 years.

Services

  • Taxation planning, risk management and negotiations & settlements with Tax Office
  • CGT & losses
  • Corporate restructures, IPOs & capital raising
  • Taxation of trusts, including AREITs and MITs
  • International tax & cross border financing
  • Corporate Secretarial, Non executive director

Sectors

  • Listed corporations
  • High net wealth individuals & private groups

Qualifications

  • Bachelor of Business
  • Master of Taxation (Syd Law)
  • Chartered Accountant
  • Registered Tax Agent and Chartered Tax Adviser

Affiliations

  • Member, Chartered Accountants Australia and New Zealand
  • Fellow, Taxation Institute of Australia
  • Former State Chairman (NSW), Taxation Institute of Australia
  • Trusted adviser to the Tax Office for Project DO IT: disclosure offshore income today
  • Former National Director, Taxation Institute of Australia 
  • TIA Representative, National Tax Liaison Group Capital Gains Tax and Losses Subcommittees
  • Professional Advisory Group Member, Inspector General of Taxation and the Australian Taxation Office

Authored insights

Article: Project DO IT may be over, but it's not too late to come forward
Article: Declaring offshore bank accounts to the ATO – it’s not too late